Filed January 23, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,492 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,824 | $71,192+37.4% | $117,854-17.0% | $62,292+57.0% |
| Participation rate | 70.6% | 74.2%-3.6pp | 79.7%-9.0pp | 69.5%+1.1pp |
| Annual return | 15.94% | 18.66%-2.7pp | 335.08%-319.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,271 | $1,934-34.3% | $3,786-66.4% | $2,042-37.7% |
| Participant deferral / active EE | $1,954 | $3,189-38.7% | $4,482-56.4% | $3,169-38.3% |
| Admin fee / account holder | $49 | $587-91.6% | $8,020-99.4% | $479-89.7% |